Mark Devine is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup, LPL Financial, New York Community Bank, and the Internal Revenue Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Christian Odonnell is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA, holding Series 63 and Series 65 licenses. He has four years of industry experience, including roles at TD Bank N.A. and Santander Securities LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Ricky Smith is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Love Olowu is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked primarily with TD Bank and its affiliates since 2019, with prior experience at Verizon. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kandi Lynn is a Series 66–registered advisor with TD Private Client Wealth LLC in West Palm Beach, FL, and has eight years of industry experience. Her prior experience includes roles at Merrill Lynch and Bank of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s approach combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and third-party custody and reporting.

Andrew Teichman is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for nine years. He joined TD Private Client Wealth LLC in 2023 and is based in New York, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Rebecca Vanossenbruggen is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Cellular Sales of Knoxville Inc. since beginning her career in 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kelsey Seavey is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at TD Bank N.A. and was involved with Ted's Fried Clams from 2014 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Alexander Sawickij is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth and TD Bank N.A. since 2018. Outside of his advisory role, he volunteers as a part-time crew member for the Atlantic City Ballet. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

James Baglini is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and New York Life, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Metehan Erim is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds the CFP®, ChFC®, and Series 66 credentials and has 19 years of industry experience. His prior work history includes roles at TD Bank N.A., LPL Financial, M&T Securities, and Waddell & Reed. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, offering portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

Shannon Burgess is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, UBS Financial Services, Guardian Life Insurance Company, and Madison Avenue Securities. Burgess is based in Portland, ME. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm offers portfolio management, financial planning support, and custody services through strategic asset allocation combined with investments from affiliated and third-party managers.

Robert De Young is a financial advisor with TD Private Client Wealth LLC in Vienna, VA. He holds a Series 66 designation and has two years of industry experience. Prior to joining TD Private Client Wealth, he has held roles at TD Bank N.A., Bankers Life, Truist, and Northwestern Mutual, and served in the Armed Forces for 13 years. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, supported by third-party custodians and technology platforms.

Anthony Fornatale is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 21 years of industry experience, including roles at Fidelity Brokerage Services, Raymond James Financial Services, and TD Ameritrade. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Cameron Payne is a financial advisor at TD Private Client Wealth LLC in Portland, ME, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles within TD Bank and related entities since 2019, as well as positions at KRT Appraisal, Symmetry Financial Group, Macdonald Motors, Pepsi Co, Wal-Mart, and Irving Forest Products. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and uses a systematic approach including affiliated products and a cross-border Private Investment Advisor model.

Thomas Bisighini is a CFA® charterholder with Series 63 and Series 65 licenses and has 10 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., where he has worked since 2022. Prior to this, he spent 16 years at Columbus Circle Investors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct client portfolios.

Lee Dolberry is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized investment advice and comprehensive financial planning. He focuses on assisting individuals and businesses with college education planning, employee benefits, family wealth management, retirement planning, small business strategies, tax minimization, and retirement income. With a background in finance, economics, business administration, and management, Lee has developed expertise in advisory services, portfolio management, and behavioral finance, particularly within the global market industry. He holds a Bachelor's degree in Finance from the University of Alabama and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lee is involved with professional and community organizations such as Metropolitan Ministries and Foresters Financial. His approach emphasizes understanding client values and goals through one-on-one communication, aiming to create tailored strategies that help clients pursue life goals and plan their legacy.